Chartered Wealth Manager®
The global standard in wealth management
For professionals who advise affluent and HNI clients — portfolio strategy, estate & tax planning, client advisory and behavioural finance. 2 levels · 20 units.
View programAll AAFM® India programs, in one place
From globally recognised charters to focused short courses and NISM exam prep — explore every AAFM® India program below. Click any program for full details, or enquire and a counsellor will guide you to the right fit.
Our Designations
Globally recognised certifications
Super-specialised, internationally recognised designations — awarded by AAFM® / GAFM® and recognised in 151+ countries.
Chartered Trust & Estate Planner™
The definitive credential in trust & estate planning
Wills, trusts, succession and cross-border estates — the specialist skill set for protecting and transferring wealth across generations.
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Accredited Financial Analyst®
Global recognition in research & analysis
Rigorous statement-analysis, modelling and valuation skills — the analytical foundation research desks, AMCs and investment teams look for.
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Chartered Economist®
The world's first graduate economics designation
Applied, international and mathematical economics for decision-making — advanced economic expertise for policy and strategy roles.
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Chartered Portfolio Manager®
The mark of portfolio & investment expertise
Asset allocation, security analysis, risk and performance measurement — the discipline asset managers and PMS firms value.
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Chartered Real Estate Professional®
Real estate strategy for serious advisors
Development, law, valuation and financing — the knowledge to advise on real estate as a core wealth and investment asset.
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Certifications at a glance
Which certification fits your career? Compare focus, format and who each is best for.
| Program | Best for | Focus areas | Format | |
|---|---|---|---|---|
| Chartered Wealth Manager® (CWM®) | Bankers & advisors wanting a global wealth career | Wealth, banking, investments, tax & estate planning | 2 levels · 20 units · online | View |
| Chartered Trust & Estate Planner™ (CTEP™) | Advisors specialising in HNI estate planning | Wills, trusts, succession & international estates | Single level · 6 units · online | View |
| Accredited Financial Analyst® (AFA®) | Research & analysis professionals | Statement analysis, valuation, equity research, modelling | 2 levels · 10 units · online | View |
| Chartered Economist® (Ch.E®) | Economists, policy & strategy professionals | Applied, international & mathematical economics | Single level · 6 units · online | View |
| Chartered Portfolio Manager® (CPM®) | Portfolio & investment managers | Asset allocation, security analysis, risk & performance | Single level · 5 units · online | View |
| Chartered Real Estate Professional® (CREP®) | Real estate & wealth advisors | Real estate development, law, valuation & financing | Single level · 6 units · online | View |
Eligibility: open from 10+2 to enrol; a graduate / bachelor's degree is required to be certified. Request the brochure for full details.
More certifications
Specialist & associate programs
CPFS®-Pro — Certified Personal Financial SpecialistAdvanced personal financial planning for client-facing advisors.Explore →AWM® — Associate Wealth ManagerThe entry credential into wealth management and advisory.Explore →CFOM® — Chartered Family Office ManagerFamily-office leadership, governance and multi-generational wealth.Explore →CDA® — Chartered Digital AdvertiserSpecialist certification in digital advertising and marketing.Explore →
Short-term & specialised
Focused programs & workshops
Practical, market-relevant short courses — enquire for the current schedule, fees and format.
SIF — Specialized Investment FundSEBI's new Specialized Investment Fund category — structure, strategy and compliance.Explore →GIFT City / IFSCIndia's international financial-services hub — fund structures, taxation and cross-border opportunity.Explore →AIF — Alternative Investment Fund (Category III)Categories, structuring, taxation and distribution of Alternative Investment Funds.Explore →ERA — Equity Research Analyst (NISM)NISM Equity Research Analyst — research, valuation and reporting.Enquire →PMS — Portfolio Management ServicesRegulation, operations and client advisory for PMS professionals.Enquire →NISM X-A & X-B — Investment AdviserSEBI-mandated Investment Adviser Level 1 & 2 exam preparation.Enquire →Commodity MarketsCommodity derivatives, hedging and trading strategies.Enquire →AI for Finance ProfessionalsApplied AI for research, analysis, advisory and productivity.Enquire →Certificate Program in Crypto TradingCrypto-asset markets, instruments, risk and the regulatory landscape.Enquire →
Regulatory exam prep
NISM certification prep
Preparation for SEBI-mandated NISM examinations for investment advisers, research analysts and market professionals.
NISM X-A & X-B — Investment AdviserInvestment Adviser Level 1 & 2 — required for SEBI RIA registration.Enquire →NISM Equity Research Analyst (ERA)Equity research, valuation and research-report writing.Enquire →NISM VA — Mutual Fund DistributorsThe base certification for mutual fund distribution.Explore →
Trust & recognition
Accredited & recognised by
AAFM® India's standards and certifications are backed by international accreditation and recognition bodies.
Academic partners
University & institutional partners
Where our members work
Trusted by leading banks, AMCs & wealth firms
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Not sure which program fits?
Tell us your background and goals — our counsellors will recommend the right certification or short course, share fees and the next batch date.